• Gain an unlimited flow of prospects (not the chronic shortage you tolerate now)

• Have a booked-solid appointment calendar from your winning financial advisor marketing plan

• Utilize CEO-level time management, practice management and delegation to cut your hours at work

• Have the financial advisor business plan to attract wealthier clients that make larger financial commitments

• Earn more income per client (so you can have fewer clients and less work)

• Get far greater enjoyment of your work

• Grow your business EVEN with stringent compliance

• Create a mountain of residual income (so you can kick back as you age)

• Hire the best assistants (and get them to do the grunt work)

• Provide financial insight and not merely information (be the valued advisor)

Financial success for most advisors is an illusion…

85% of financial advisors wash out in the first four years, with few reaching the $100,000 annual income level and fewer still earning $250,000 annually. This program builds your income to $500,000 annually and beyond. The bootcamp provides what most every advisor lacks—the marketing expertise to have week after week chock full of appointments. This is the culmination of twenty years of research of financial advisors success—the latest techniques and processes for making your business super successful and easy.

The Structure of Advice

> Commission vs. Fees - how to win with either system

> Why you must charge some fees, but not because they’re “better”

> Be the comprehensive advisor (or see how to build a network of colleagues)

Think Like a Top Producer

> Eliminate your sub-conscious scarcity issues

> Serve the prospect’s agenda (95% of advisors serve their own agenda)

> How to make every client worth at least $5,000 in earnings

> Build the business that creates residuals

> Some people get it, some don't - don't chase prospects yet earn more!

> Employ leverage in your business

> 7 habits of highly successful advisors

Technical Financial Issues:

> How to read a tax return

> Major Issues in Financial Advising that take you into the big leagues

> Make every client feel good with their investments and insurance

Best Practices

> Use the same building blocks with every client (and save mountains of time)

> Employ the financial advisor marketing plan that attracts homogeneous clients

Do What Other Advisors Don't Do: How to Set Yourself Apart

> Specialize

> Cultivate client and professional referrals like you’ve never been taught

Client Retention: More Than Just the Annual Review

> Be their document depository and tie them to you for life

> Regular reviews-how to conduct them for profit and lifetime relationship

> Get every client on a structured system

> Use a client satisfaction survey to surpass their expectations

Marketing

> PR - How to generate free attention for your business

> How to write a press release and get it noticed

> Get other businesses to send you new clients

> Financial Advisor Seminars

> Marketing Clinic-individual advisor's business analyzed

> Direct Mail that works like a slot machine

> Pre-approach-how to gain credibility before you meet the prospect

> Referrals-how to have them deliver 50% of your new business

> Marketing training you've never had to create a blockbuster financial advisor marketing plan